1. Go to Settings
Navigate to the left-side menu.
Click ⚙️ Settings.
2. Open “Custom Fields”
Under the Fields section, select Custom Fields.
Choose the tab for the object type you want:
Contact
Account
Booking
Event
Group
3. Edit or Create the Custom Field
Click “New Custom Field” to create one, or click ✏️ Edit beside an existing field.
4. Enable “Add View”
In the field editor, find the checkbox labeled “Visible in Add View”.
Check this box.
✅ This ensures the field appears by default whenever a new record (Booking, Contact, etc.) is created.
5. Save Your Changes
Click Apply to save the configuration.
Result
After enabling “Visible in Add View”, your custom field will automatically appear in the New Booking / Contact / Event / Account / Group creation forms, making data entry consistent across your organization.
